截至2025年8月1日收盘，古越龙山股价报9.78元，较前一交易日下跌0.02元，跌幅0.20%。当日成交量 为75303手，成交金额0.74亿元。 资金流向方面，8月1日主力资金净流出919.99万元，近五个交易日累计净流出2712.38万元。 风险提示：投资有风险，入市需谨慎。本文所提及股票仅供信息参考，不构成任何投资建议。责任编 辑：磐石 古越龙山属于酿酒行业，主要经营黄酒、白酒的生产与销售。公司总部位于浙江省，是国内黄酒行业的 代表性企业之一。2025年一季度，公司实现营业收入5.39亿元，净利润5902万元。 公司于8月1日发布公告，截至2025年7月31日，已累计回购公司股份1375.21万股，占总股本的1.51%， 回购金额达1.42亿元。回购价格区间为10.01元/股至10.5元/股。 ...

7月31日，古井贡酒主力资金净流出2147.49万元，占流通市值的0.04%。 风险提示：市场有风险，投资需谨慎。 古井贡酒7月31日股价报137.79元，较前一交易日下跌3.94元，跌幅2.78%。当日开盘价为141.45元，最 高触及141.45元，最低下探至137.10元，成交量为36916手，成交金额达5.12亿元。 古井贡酒属于酿酒行业板块，公司主营业务为白酒生产与销售，主要产品包括年份原浆系列、古井贡酒 系列等。作为安徽地区知名酒企，公司产品覆盖全国市场。 部分机构投资者在二季度对白酒板块持仓出现明显调整。有基金经理减持了古井贡酒等白酒股，也有投 资者选择逆势加仓。数据显示，二季度主动基金重仓白酒股的持股数量从5.21亿股降至3.25亿股，降幅 达38%。 ...

截至2025年7月31日收盘，威龙股份股价报7.46元，较前一交易日下跌0.15元，跌幅1.97%。当日成交量 为60673手，成交金额达0.46亿元。 威龙股份属于酿酒行业板块，主营业务为葡萄酒的生产与销售。公司产品包括干红、干白等系列葡萄 酒。 风险提示：以上内容仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 公司近期披露的业绩预告显示，预计2025年上半年归母净利润亏损220万元至330万元，上年同期为盈利 944.9万元。公司表示业绩下滑主要受葡萄酒行业市场低迷影响，主营业务收入同比减少15%。 从资金流向来看，7月31日主力资金净流入90.43万元，占流通市值的0.04%。 ...

Core Viewpoint - Luzhou Laojiao's stock price increased by 2.24% on July 30, closing at 127.09 yuan, with a trading volume of 132,828 hands and a transaction amount of 1.684 billion yuan [1] Company Overview - Luzhou Laojiao operates in the liquor industry, primarily engaged in the production and sales of alcoholic beverages. The company was established in May 1995 with a registered capital of approximately 1.47 billion yuan, and it owns the brands Guojiao 1573 and Luzhou Laojiao [1] Recent Developments - Luzhou Laojiao Group has jointly invested approximately 140 million yuan with several institutions to establish Jinxiangyuan Dushi No. 4 (Shenzhen) Investment Partnership [1] - On July 29, the company was listed as an executed party with an execution target of over 140,000 yuan [1] Financial Performance - For the year 2024, Luzhou Laojiao reported an operating income of 31.196 billion yuan, representing a year-on-year growth of 3.19%. The net profit attributable to shareholders was 13.473 billion yuan, with a year-on-year increase of 1.71% [1]

（原标题：午评：沪指涨0.52%，银行、酿酒等板块拉升，创新药概念持续活跃） 30日早盘，沪指盘中发力拉升，续创年内新高；创业板指弱势下探，场内超3100股飘绿。 盘面上看，有色、汽车、券商等板块走低，传媒、旅游、医药、石油、银行、酿酒、保险等板块拉升， 创新药、免税概念等活跃。 东莞证券表示，当前A股市场围绕3600点整数关口展开反复整理，若有效突破该关键心理与技术阻力 位，将显著增强市场整体信心。另一方面，全国性育儿补贴政策正式落地实施，有望为社会消费品零售 总额提供边际增长动能，进而带动内需修复。整体而言，市场正步入政策红利释放与流动性保持合理充 裕的共振阶段，结构性慢牛格局逐步显现。尽管短期存在技术性修正压力，但中期上行趋势预计保持不 变。展望后市，预计指数将以更为稳健的震荡上行态势运行。 截至午间收盘，沪指涨0.52%报3628.53点，深证成指微跌0.06%，创业板指跌0.71%，上证50指数涨 0.86%，沪深北三市合计成交11024亿元。 ...

Group 1 - The stock price of Chongqing Beer closed at 56.22 yuan on July 29, 2025, down by 0.29 yuan, a decrease of 0.51% from the previous trading day [1] - The company is a major player in the brewing industry in China, with a diverse product line and a strong market share in the southwestern region [1] - In 2024, Chongqing Beer achieved a revenue of 14.645 billion yuan and a net profit of 2.249 billion yuan [1] Group 2 - Chongqing Beer is deepening its collaboration with platforms like Meituan to promote the O2O (online-to-offline) model, which is expected to enhance its distribution channels [1] - Data from instant retail channels indicate significant growth in beer consumption during dinner and nighttime, presenting new opportunities for the company's channel expansion [1] - The company recently completed a smooth board of directors transition, maintaining stability in its management team [1] Group 3 - On July 29, 2025, Chongqing Beer experienced a net outflow of 26.645 million yuan in main funds [2]

Core Viewpoint - The company, Jinshiyuan, is experiencing a stable stock performance and is actively enhancing its marketing strategies while pursuing national expansion in the competitive liquor industry [1] Group 1: Stock Performance - As of July 29, the stock price of Jinshiyuan closed at 40.04 yuan, up 0.13% from the previous trading day, with a trading volume of 363 million yuan [1] - The intraday price fluctuation ranged from 39.60 yuan to 40.08 yuan, with a volatility of 1.20% [1] Group 2: Business Overview - The company operates in the liquor industry, focusing on the production and sales of baijiu, with brands such as "Guoyuan" and "Jinshiyuan" [1] - Jinshiyuan is a representative liquor enterprise in Jiangsu, primarily targeting the mid-to-high-end baijiu market [1] Group 3: Marketing and Strategy - Recent marketing efforts have drawn industry attention due to a controversial advertisement perceived as a jab at competitor Yanghe's product strategy; the company clarified that the ad was not officially released [1] - Jinshiyuan plans to invest 888 million yuan in advertising for 2024, utilizing sponsorships of sports events and concerts to enhance brand visibility [1] Group 4: Financial and Strategic Goals - On July 29, there was a net outflow of 11.14 million yuan in main funds [1] - The company is advancing its national strategy, with projected revenue growth of 27.37% from outside Jiangsu in 2024, although this still accounts for less than 10% of total revenue [1] - In a recent strategic meeting, the company set a goal to establish the Guoyuan brand as a well-known baijiu brand around Jiangsu within five years [1]

截至2025年7月29日 10:02，沪深300指数下跌0.42%。成分股方面涨跌互现，中际旭创领涨6.43%，福斯特上涨4.79%，盛美上海上涨4.70%；欧派家居领跌， 国信证券、中国电建跟跌。沪深300ETF(159919)下修调整。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600519 | 贵州茅台 | -0.24% | 4.19% | | 300750 | 宁德时代 | 0.70% | 3.15% | | 601318 | 中国平安 | -0.60% | 2.83% | | 600036 | 招商银行 | -0.07% | 2.69% | | 601166 | 兴业银行 | -0.44% | 1.84% | | 600900 | 长江电力 | 0.10% | 1.75% | | 000333 | 美的集团 | -0.43% | 1.68% | | 201899 | 紫金矿业 | -1.06% | 1.52% | | 002594 | 比亚迪 | 0.14% | 1.42% | | 300059 | 东方财富 | -2.03% | ...

Group 1 - The core viewpoint of the news is that Gansu Shengda, the controlling shareholder of Huangtai Liquor Industry, plans to increase its stake in the company, reflecting confidence in the company's future development and long-term investment value [4][5] - The share buyback plan is set to take place over a six-month period starting from April 8, 2025, with a total investment amount ranging from RMB 60 million to RMB 120 million [4] - As of the announcement date, Gansu Shengda has not yet executed the share buyback due to various factors, including the company's annual report window period [4] Group 2 - Gansu Shengda holds 7.1265 million shares, representing 4.02% of the company, while its action-in-concert party, Gansu Western Asset Management Co., holds 8.5016 million shares, representing 4.79% [5] - The total shares controlled by Gansu Shengda and its concerted parties amount to 40.296 million shares, accounting for 22.71% of the company's total share capital [5] - Huangtai Liquor Industry, established in 1985 and listed in 2000, primarily engages in the production and sales of liquor and wine, being one of the 19 listed companies in the brewing sector in China [5] Group 3 - The company has issued a performance forecast for the first half of 2025, predicting a net loss attributable to shareholders of between RMB 4.5 million and RMB 6.5 million, compared to a loss of RMB 3.9727 million in the same period last year [6] - The net loss after excluding non-recurring gains and losses is expected to be between RMB 4 million and RMB 6 million, compared to a loss of RMB 4.842 million in the previous year [6] - The decline in performance is attributed to market environment impacts, including changes in liquor consumption structure and intensified competition [6]

Market Overview - The FTSE China A50 Index showed mixed performance among bank stocks, while oil, coal, and electric power stocks declined [1][6] Banking Sector - Everbright Bank had a market capitalization of 242.84 billion with a trading volume of 0.38 billion, closing at 4.11, up by 0.03 (0.74%) [3] Insurance Sector - China Life Insurance had a market capitalization of 382.10 billion, with a trading volume of 1.46 billion, closing at 59.62, up by 1.12 (2.99%) [3] - China Pacific Insurance had a market capitalization of 371.44 billion, with a trading volume of 1.02 billion, closing at 38.61, up by 1.54 (2.65%) [3] - Ping An Insurance had a market capitalization of 1,085.69 billion, with a trading volume of 5.02 billion, closing at 8.64, up by 0.17 (2.01%) [3] Alcohol Industry - Kweichow Moutai had a market capitalization of 1,806.43 billion, with a trading volume of 3.41 billion, closing at 122.78, down by 16.99 (-1.17%) [3] - Shanxi Fenjiu had a market capitalization of 221.85 billion, with a trading volume of 1.14 billion, closing at 1438.01, down by 3.73 (-2.01%) [3] - Wuliangye had a market capitalization of 476.58 billion, with a trading volume of 1.31 billion, closing at 181.85, down by 0.76 (-0.62%) [3] Technology Sector - Haiguang Information had a market capitalization of 246.59 billion, with a trading volume of 1.20 billion, closing at 341.73, down by 0.23 (-0.07%) [3] - Northern Huachuang had a market capitalization of 282.22 billion, with a trading volume of 4.45 billion, closing at 674.60, up by 1.30 (0.19%) [3] - Cambricon Technologies had a market capitalization of 32.38 billion, with a trading volume of 1.79 billion, closing at 139.31, down by 2.18 (-1.54%) [3] Energy Sector - Sinopec had a market capitalization of 269.58 billion, with a trading volume of 5.34 billion, closing at 5.88, down by 0.11 (-1.27%) [3] - PetroChina had a market capitalization of 1,566.66 billion, with a trading volume of 8.05 billion, closing at 8.56, down by 0.06 (-1.08%) [3] Automotive Sector - BYD had a market capitalization of 1,846.26 billion, with a trading volume of 5.87 billion, closing at 37.78, down by 0.47 (-2.26%) [3] Securities Sector - CITIC Securities had a market capitalization of 363.53 billion, with a trading volume of 32.66 billion, closing at 29.86, up by 0.41 (2.03%) [4] Consumer Electronics - Luxshare Precision had a market capitalization of 272.89 billion, with a trading volume of 23.13 billion, closing at 28.83, up by 0.17 (0.59%) [4] Home Appliances - Gree Electric had a market capitalization of 228.16 billion, with a trading volume of 10.44 billion, closing at 25.72, down by 0.09 (-0.19%) [4] Pharmaceutical Sector - Heng Rui Medicine had a market capitalization of 404.93 billion, with a trading volume of 4.53 billion, closing at 48.52, up by 4.61 (8.17%) [4]